$198 Million is the total value of RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC's 96 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 14.7% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 14.0% |
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 12.9% |
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 8.3% |
| APPLE INC | 4 | Q3 2023 | 8.5% |
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 4.9% |
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 4.2% |
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 3.8% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 2.4% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 2.2% |
View RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-10 |
View RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.